Creating Email Profiles

This guide will walk you through the process of setting up email profiles, including the Email Categories field, ensuring your messages are properly categorized and targeted.

Please Note

Always consult your compliance or legal team to ensure your messaging aligns with applicable laws and regulations. This guide does not provide legal advice.

Understanding Email Categories:

Before creating an email profile, familiarize yourself with different email categories:

Category	Definition
VALIDATION_NOTICE See Validation Notice Dates for additional information.	Used for validation notices. See Validation Notice Dates for additional information. This category automatically updates the following account fields: • Validation Notice Sent Date • Validation Notice End Date • Validation Notice Returned Date Because ACE does not receive returned validation notice information from the email provider, the Validation Notice Returned Date must be updated manually or through an import file.
ADDITIONAL_NOTICE	Used for notices that are not classified as a Validation Notice or Limited Content notice.
LIMITED_CONTENT	Used for messages that may qualify as a Limited Content Message under applicable regulations.
INFORMATION	Used for messages that are not related to collecting a debt, including system-generated communications such as password setup, password reset, payment receipts, confirmation messages, and other informational notifications. Messages in this category are excluded from the Maximum Contact Attempts limit. Messages are not restricted by the standard communication time window (8:00 AM–9:00 PM) configured in the Email Vendor From Settings section, allowing informational messages to be delivered whenever needed.
FIRST_PARTY	Used for communications related to first-party debt collections.
OTHER	Used for communications that do not fall into another defined category. Existing templates created before Email Category became a required field may also use this category.
INVITATION	Used for invitation messages, such as requests for consumers to opt in to receive communications.
CLIENT	Used for communications intended for clients rather than consumers.

Steps to Create Email Profiles:

There are two options for creating Email Templates:

Option 1: Directly create new templates in the Vendor Email Templates section.
1. Go to Setup → Email → Vendors, New
Option 2: Creating Email Templates in Setup → Email → Profiles
1. Navigate to Setup → Email → Profiles and click on "New."
2. Fill in the following sections and fields:
  1. Email Profile Section
    1. Email Vendor ID*: Select the Email Vendor from the dropdown menu.
    2. Category: Choose the appropriate email category from the dropdown menu.
    3. Identifier: Add a unique identifier to distinguish the profile.
    4. Subject: Clearly define the subject of your email for recipient understanding.
    5. From Name: The value entered here will override the default from name in the Vendor Information Section
    6. From Email: The value will override the default email address in the Vendor Information Section
    7. Bundle Group: The Bundle Group to use for the context of this email
    8. Send Role ID: Used to control which agents are able to view and select specific email message templates to send to consumers
    9. Edit Role ID: Used to control which managers are able to edit specific email profiles
    10. Template File: You can choose to import an existing profile
    11. Save

Template Editor Section

Modify default ACE Fields based on your requirements. Rearrange or delete fields as needed.

See Email User Interface (UI) for details

Save Your Profile:

Ensure all details are accurate and click "Save" to store your email profile.

Clone an Email Profile

Open the existing email profile that you want to clone
Click Clone located at the bottom left corner of the screen
Once you're in the clone screen, you will notice that the word "Cloned" appears in the Identifier field
Modify the cloned profile and filled out all necessary fields, click on the Save button to save the changes

Best Practices and Tips:

Clear Categorization: Accurate categorization ensures targeted and relevant communication.
Regular Updates: Periodically review and update email profiles to align with changing communication needs.
Testing: Before mass communication, test your email profiles to confirm correct categorization and content.

Note

To ensure that your template works correctly, make sure to open an account that contains the fields you plan to include in the template for testing purposes.